Purchases and Sales Made in Q4 2024 in Paychex Inc (PAYX)
This table provides information about the institutional ownership of Paychex Inc (PAYX) during Q4 2024. The information is specifically focused on institutions that hold shares of PAYCHEX INC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
48+ 1.91% |
$6.52K - $7.14K
|
2.57K
$382K
|
|
|
Feb 03, 2025
Q4 2024
|
44 Wealth Management LLC
|
BUY
|
- |
47+ 1.46% |
$6.39K - $6.99K
|
3.27K
$486K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
46+ 2.77% |
$6.25K - $6.84K
|
1.71K
$254K
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
46+ 2.05% |
$6.25K - $6.84K
|
2.29K
$340K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 0.63% |
$6.11K - $6.69K
|
7.18K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
43+ 0.55% |
$5.84K - $6.4K
|
7.83K
$1.16M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
43New |
$5.84K - $6.4K
|
43
$6.39K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
42+ 0.16% |
$5.71K - $6.25K
|
26.6K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
41+ 18.06% |
$5.57K - $6.1K
|
268
$39.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
40+ 26.14% |
$5.43K - $5.95K
|
193
$28.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
40+ 2.97% |
$5.43K - $5.95K
|
1.39K
$206K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
40New |
$5.43K - $5.95K
|
40
$5.95K
|
|
|
Feb 07, 2025
Q4 2024
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
39+ 13.98% |
$5.3K - $5.8K
|
318
$47.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
39+ 0.85% |
$5.3K - $5.8K
|
4.64K
$689K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
38+ 0.57% |
$5.16K - $5.65K
|
6.74K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
38+ 0.58% |
$5.16K - $5.65K
|
6.56K
$975K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.35K
|
|
|
Feb 12, 2025
Q4 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
36New |
$4.89K - $5.35K
|
36
$5.35K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
33New |
$4.48K - $4.91K
|
33
$4.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
33+ 1.84% |
$4.48K - $4.91K
|
1.83K
$272K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
32+ 0.49% |
$4.35K - $4.76K
|
6.62K
$983K
|
|
|
Jan 23, 2025
Q4 2024
|
Dohj, LLC
Seattle, WA |
BUY
|
- |
31+ 0.95% |
$4.21K - $4.61K
|
3.31K
$492K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
31+ 0.32% |
$4.21K - $4.61K
|
9.6K
$1.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
30+ 0.23% |
$4.08K - $4.46K
|
13.1K
$1.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
30+ 0.11% |
$4.08K - $4.46K
|
27.5K
$4.08M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
BUY
|
- |
30+ 1.0% |
$4.08K - $4.46K
|
3.03K
$450K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
29+ 0.97% |
$3.94K - $4.31K
|
3.03K
$451K
|
|
|
Feb 13, 2025
Q4 2024
|
Altshuler Shaham LTD
|
BUY
|
- |
29New |
$3.94K - $4.31K
|
29
$4.31K
|
|
|
Jan 15, 2025
Q4 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
27+ 0.66% |
$3.67K - $4.02K
|
4.11K
$610K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
27+ 0.51% |
$3.67K - $4.02K
|
5.29K
$786K
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
26+ 0.83% |
$3.53K - $3.87K
|
3.17K
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
26+ 0.89% |
$3.53K - $3.87K
|
2.96K
$439K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
25+ 0.46% |
$3.4K - $3.72K
|
5.52K
$820K
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
24+ 1.24% |
$3.26K - $3.57K
|
1.96K
$291K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
23+ 0.64% |
$3.12K - $3.42K
|
3.62K
$538K
|
|
|
Jan 21, 2025
Q4 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
23+ 1150.0% |
$3.12K - $3.42K
|
25
$3.72K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
23+ 0.18% |
$3.12K - $3.42K
|
12.7K
$1.88M
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
23New |
$3.12K - $3.42K
|
23
$3.42K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
22+ 0.22% |
$2.99K - $3.27K
|
9.81K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
22+ 0.39% |
$2.99K - $3.27K
|
5.67K
$843K
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
21+ 0.67% |
$2.85K - $3.12K
|
3.18K
$472K
|
|
|
Feb 06, 2025
Q4 2024
|
Live Oak Investment Partners
Austin, TX |
BUY
|
- |
21+ 0.41% |
$2.85K - $3.12K
|
5.09K
$757K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
20+ 0.42% |
$2.72K - $2.97K
|
4.75K
$706K
|
|
|
Jan 13, 2025
Q4 2024
|
First Financial Corp
|
BUY
|
- |
19New |
$2.58K - $2.83K
|
19
$2.82K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
BUY
|
- |
19+ 0.79% |
$2.58K - $2.83K
|
2.42K
$359K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
19+ 0.61% |
$2.58K - $2.83K
|
3.12K
$463K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
19+ 0.09% |
$2.58K - $2.83K
|
22.2K
$3.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
BUY
|
- |
19+ 0.65% |
$2.58K - $2.83K
|
2.96K
$439K
|
|
|
Feb 13, 2025
Q4 2024
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
19+ 0.34% |
$2.58K - $2.83K
|
5.61K
$834K
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
18+ 0.9% |
$2.45K - $2.68K
|
2.01K
$299K
|